+31,416.6%
AVGO vs DIS
+397.6%
+31,019.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.9% | +1.1% |
| 7D | -3.0% | -2.6% | -0.4% | -1.7% |
| 30D | -14.4% | +3.5% | -17.9% | -16.3% |
| 3M | -14.4% | +6.8% | -21.3% | -18.1% |
| 6M | +13.1% | +3.0% | +10.1% | +9.9% |
| YTD | +3.8% | -6.7% | +10.5% | +5.4% |
| 1Y | +17.8% | -10.1% | +27.9% | +21.2% |
| 3Y | +325.3% | +33.0% | +292.2% | +240.8% |
| 5Y | +689.9% | -40.0% | +729.9% | +859.6% |
| 10Y | +2,597.0% | +21.1% | +2,576.0% | +1,851.7% |
| All | +31,416.6% | +397.6% | +31,019.0% | +9,557.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DIS.
Daily Out/Under-Performance
Portfolio return minus DIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded DIS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling